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SEIKITOKYU KOGYO, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 11% Increase

Thu Nov 6, 2025 4:00 pm JST Earnings

1898 SEIKITOKYU KOGYO CO.,LTD. 【J-GAAP】

Earnings Report

SEIKITOKYU KOGYO CO.,LTD. <1898> [TSE Prime] announced its financial results after the market closed on November 6th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 2.20 billion yen, an increase 50.8% compared to the same period last year, exceeded the previous forecast of 1.90 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 12.3%, from the previous forecast of 5.70 billion yen to 6.40 billion yen (compared to 5.78 billion yen in the previous period), turning to a 10.6% increase in the consolidated ordinary profit outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 3.1% from the same period last year to 4.19 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 34.7% from the same period last year, reaching 1.62 billion yen. The operating profit margin improved from 5.2% in the same period last year to 7.2%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 39,634 993 1,007 861 23.6 24.7 Nov 6, 2023 J-GAAP
Apr - Sep, 2024 44,682 1,509 1,464 935 25.6 25.3 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 42,983 2,222 2,208 1,503 41.1 34.5 Nov 6, 2025 J-GAAP
YoY -3.8% +47.2% +50.8% +60.7% +60.1%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 46,100 1,900 1,900 1,300 35.5 35 Aug 5, 2025 J-GAAP
Apr - Sep, 2025 Results 42,983 2,222 2,208 1,503 41.1 35 Nov 6, 2025 J-GAAP
Revision Rate -6.8% +16.9% +16.2% +15.6% +15.7%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 100,500 5,900 5,700 3,900 106.5 70 May 12, 2025 J-GAAP
Mar, 2026 New 101,300 6,600 6,400 4,600 125.6 70 Nov 6, 2025 J-GAAP
Revision Rate +0.8% +11.9% +12.3% +17.9% +18.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 54,676 4,333 4,324 2,952 80.9 45 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 58,317 4,378 4,192 3,097 84.5 35 Nov 6, 2025 J-GAAP
YoY +6.7% +1.0% -3.1% +4.9% +4.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 88,037 4,091 4,078 2,740 75.2 90 May 8, 2024 J-GAAP
Mar, 2025 99,358 5,842 5,788 3,887 106.5 90 May 12, 2025 J-GAAP
Mar, 2026 Guidance 101,300 6,600 6,400 4,600 125.6 70 Nov 6, 2025 J-GAAP
YoY +2.0% +13.0% +10.6% +18.3% +18.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 24,058 1,260 1,206 812 22.3 5.2 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 29,033 2,610 2,628 1,792 49.1 9.0 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 25,643 1,723 1,696 1,160 31.8 6.7 May 12, 2025 J-GAAP
Apr - Jun, 2025 20,375 598 584 422 11.5 2.9 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 22,608 1,624 1,624 1,081 29.5 7.2 Nov 6, 2025 J-GAAP
YoY -6.0% +28.9% +34.7% +33.1% +32.6%

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